BTO:NYE-John Hancock Financial Opportunities Fund (USD)

FUND | Asset Management | NYE

Last Closing Price

USD 37.19

Change

-1.03 (-2.69)%

Market Cap

USD 0.35B

Volume

0.05M

Average Target Price

N/A
Average Analyst Rating

N/A

Fundamental Analysis

Verdict

About

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2021-04-22 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
BLK BlackRock, Inc

-16.21 (-2.00%)

USD123.87B 23.52 15.64
BAM Brookfield Asset Management In..

-0.13 (-0.29%)

USD71.73B 42.28 14.79
BX The Blackstone Group Inc

+2.65 (+3.30%)

USD56.30B 53.32 N/A
BK-PC The Bank of New York Mellon Co..

N/A

USD41.70B 5.38 N/A
BK The Bank of New York Mellon Co..

-0.64 (-1.36%)

USD41.31B 12.59 N/A
KKR KKR & Co. Inc

+0.62 (+1.17%)

USD30.36B 15.61 8.88
AMP Ameriprise Financial, Inc

-4.43 (-1.79%)

USD28.84B 20.27 N/A
STT State Street Corporation

-1.44 (-1.80%)

USD27.89B 13.20 N/A
STT-PG State Street Corporation

-0.09 (-0.31%)

USD22.67B 4.86 N/A
STT-PD State Street Corporation

-0.01 (-0.04%)

USD21.72B 4.67 N/A

ETFs Containing BTO

Symbol Name Weight Mer Price(Change) Market Cap

N/A

Market Performance

  Market Performance vs.
Industry/Classification (Asset Management)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 22.54% 91% A- 82% B-
Dividend Return 1.81% 49% F 78% C+
Total Return 24.35% 91% A- 83% B
Trailing 12 Months  
Capital Gain 96.98% 96% A 79% C+
Dividend Return 11.65% 85% B 93% A
Total Return 108.63% 97% A+ 81% B-
Trailing 5 Years  
Capital Gain 46.59% 91% A- 62% D-
Dividend Return 36.27% 53% F 87% B+
Total Return 82.86% 88% B+ 70% C-
Average Annual (5 Year Horizon)  
Capital Gain 0.26% 64% D 37% F
Dividend Return 5.61% 50% F 88% B+
Total Return 5.86% 63% D 55% F
Risk Return Profile  
Volatility (Standard Deviation) 29.47% 8% F 32% F
Risk Adjusted Return 19.89% 26% F 38% F
Market Capitalization 0.35B 57% F 33% F
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 87%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

Fundamental Analysis Breakdown

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Underpriced compared to book value

The stock is trading low compared to its peers on a price to book value basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters then its peers, placing it in the top quartile.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.